BCIYX Mutual Fund

BCIYX Mutual Fund

NAV$10.72
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Returns Overview

1 Month
-3.69%
3 Months
-5.40%
6 Months
-3.97%
YTD
-4.34%
1 Year
-3.25%
3 Years (annualized)
+2.13%
5 Years (annualized)
-0.38%
10 Years (annualized)
+0.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCIYX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Intermediate Term California AMT-Free Municipal Bond Index(^SPITCMBI)
This Mutual Fund (YTD)
-4.34%
Peer Avg (YTD)
-3.88%
vs Peers
-0.46%

BCIYX Mutual Fund Performance

BCIYX performance across multiple time periods: 1-month -3.69%, YTD -4.34%, 1-year -3.25%, 3-year 2.13%, 5-year -0.38%, 10-year 0.55%.

BCIYX returns trail the peer average of -3.88% YTD. With an expense ratio of 1.47%, investors should weigh costs against performance when evaluating this mutual fund.

BCIYX vs another fund shows side-by-side returns. BCIYX alternatives are available in the Mutual Fund Screener.